White lighthouse on a green cliff overlooking the sea

Calles Financial

2655 Le Jeune Road, PH 2D
Coral Gables, FL 33134

Phone:

(305) 442-6793
(305) 442-4623
(800) 531-3576

Fax:

(305) 442-4512

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Customized Financial Solutions Based on Your Needs

With an emphasis on personalized service and high ethical standards, the advisors at Calles Financial work with major insurance and financial services companies to provide balanced and objective strategies to the individual and business needs of our clients.

Among the products and services available to you through Calles Financial:

Financial Planning*
Money Management
Estate Planning and Business Succession Planning
Retirement Plans: including 401(k), profit sharing, SEP, SIMPLE, defined benefit and non-qualified deferred compensation plans.
Business Planning: including key employee plans, group benefits, executive compensation plans, and executive fringe benefit planning.
Individual Life Insurance
Annuities: tax-favored products to help build wealth and provide income during retirement years.
Disability Income Protection
Investment Services: provided by Ameritas Investment Corp., a full-service broker/dealer supported by trained and licensed representatives. Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.

Calles Financial team for comprehensive financial planning

Serving our clients first... last...and always!

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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